WAM
KSU

Wolverine Asset Management’s Kansas City Southern KSU Stock Holding History

Wolverine Asset Management’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-150,000
Closed -$14.3M – 1802
2018
Q4 		$14.3M Hold
150,000
– – 0.17% 120
2018
Q3 		$17M Buy
+150,000
New +$17.1M 0.2% 108
2017
Q2 		– Sell
-30,000
Closed -$2.57M – 1490
2017
Q1 		$2.57M Buy
+30,000
New +$2.57M 0.04% 339
2014
Q4 		– Sell
-8
Closed -$10K – 2589
2014
Q3 		$10K Buy
8
+4
+100% +$456 ﹤0.01% 1997
2014
Q2 		$13K Sell
4
-29
-88% -$3K ﹤0.01% 1805
2014
Q1 		$33K Sell
33
-29
-47% -$2.99K ﹤0.01% 1483
2013
Q4 		$124K Buy
+62
New +$7.42K ﹤0.01% 1364
2013
Q3 		– Sell
-2
Closed -$5K – 2926
2013
Q2 		$5K Buy
+2
New +$218 ﹤0.01% 2365

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Wolverine Asset Management's KSU Position: Q4 2021 in Review

Wolverine Asset Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 8,655 shares — an estimated $2.34M sold.

Wolverine Asset Management first reported a position in KSU in Q2 2013 and held it in 20 quarters. The position peaked at $5.1M in Q2 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Wolverine Asset Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 8,655 Kansas City Southern shares in Q4 2021, an estimated $2.34M.
  • Wolverine Asset Management first reported a position in Kansas City Southern in Q2 2013 and held it in 20 quarters.
  • Wolverine Asset Management's Kansas City Southern position peaked at $5.1M in Q2 2020.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Wolverine Asset Management's 13F filing for Q4 2021, filed 9 Feb 2022.